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Disclosery

Capital Asset Advisory Services LLC: GS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Asset Advisory Services LLC on GS, newest first. How the timeline and the estimate are built.

Capital Asset Advisory Services LLC held 7,748 GS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,748 shares
    Change vs previous 13F -111 shares

    0.28% of the 13F portfolio, value $7,835,550.

    13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,859 shares
    Change vs previous 13F -740 shares

    0.28% of the 13F portfolio, value $7,400,769.

    13F-HR 0001941040-26-000267 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,599 shares
    Change vs previous 13F +29 shares

    0.33% of the 13F portfolio, value $8,216,369.

    13F-HR 0001941040-26-000010 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,570 shares
    Change vs previous 13F +541 shares

    0.29% of the 13F portfolio, value $6,825,110.

    13F-HR 0001941040-25-000533 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,029 shares
    Change vs previous 13F +427 shares

    0.27% of the 13F portfolio, value $5,672,208.

    13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,602 shares
    Change vs previous 13F -509 shares

    0.22% of the 13F portfolio, value $4,280,783.

    13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,111 shares
    Change vs previous 13F +3 shares

    0.23% of the 13F portfolio, value $4,705,288.

    13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,108 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $4,026,004.

    13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).